Foundry Market Bulletin - Dec. 8, 2025

Last Modified

2025-12-08

Update Frequency

Biweekly

Format

PDF

The foundry sector is undergoing a broad realignment as mature nodes contract, product mixes shift upward, and Chinese demand supports steady growth. Advanced-node expansion continues to face technical constraints.

Key Highlights

8-inch mature node capacity is tightening globally as foundries rebalance production toward higher-value technologies.
Korean foundries are reallocating fab resources and adjusting pricing and product portfolios to enhance profitability, while also considering outsourcing older products to external partners.
Chinese demand supports stable growth, though advanced nodes still face equipment and yield barriers.
Multiple Chinese fabs expand twelve-inch capacity focused on power, automotive and embedded memory platforms, though some face delays.